HighTower Advisors’s Bank of America BAC Stock Holding History

HighTower Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15,000	Closed	-$4.96K	–	3775
2025 Q1	$4.96K	Buy	+15,000	New	+$668K	﹤0.01%	3586
2024 Q3	–	Sell	-10,100	Closed	-$500	–	3754
2024 Q2	$500	Sell	10,100 -49,000	-83%	-$1.88M	﹤0.01%	3592
2024 Q1	$83.6K	Buy	+59,100	New	+$2.03M	﹤0.01%	3188
2023 Q2	–	Sell	-4,000	Closed	-$2.96K	–	3454
2023 Q1	$2.96K	Buy	+4,000	New	+$132K	﹤0.01%	3266
2022 Q3	–	Sell	-20,000	Closed	-$11K	–	3166
2022 Q2	$11K	Buy	20,000 +19,980	+99,900%	+$719K	﹤0.01%	3054
2022 Q1	$6K	Buy	+20	New	+$902	﹤0.01%	3250
2021 Q3	–	Sell	-200	Closed	-$2K	–	3190
2021 Q2	$2K	Buy	+200	New	+$8.2K	﹤0.01%	3064
2018 Q3	–	Sell	-12,000	Closed	-$2K	–	2288
2018 Q2	$2K	Buy	12,000 +11,000	+1,100%	+$328K	﹤0.01%	2194
2018 Q1	$2K	Sell	1,000 -10,000	-91%	-$314K	﹤0.01%	2147
2017 Q4	$25K	Buy	+11,000	New	+$303K	﹤0.01%	2145
2017 Q3	–	Sell	-17,000	Closed	-$20K	–	2235
2017 Q2	$20K	Buy	17,000 +12,500	+278%	+$291K	﹤0.01%	2076
2017 Q1	$1K	Buy	+4,500	New	+$107K	﹤0.01%	2067
2016 Q3	–	Sell	-2,000	Closed	-$1K	–	1880
2016 Q2	$1K	Hold	2,000	–	–	﹤0.01%	1753
2016 Q1	$1.12M	Buy	+2,000	New	+$27K	﹤0.01%	980
2014 Q2	–	Sell	-16,300	Closed	-$7K	–	1602
2014 Q1	$7K	Buy	+16,300	New	+$274K	﹤0.01%	1531

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors's BAC Position: Q1 2026 in Review

HighTower Advisors reduced its Bank of America (BAC) stake by 4.6% in Q1 2026, selling an estimated $16.2M and leaving 6,574,113 shares worth $320M. The position accounts for 0.34% of the portfolio, ranked #52.

HighTower Advisors first reported a position in BAC in Q2 2013 and has held it in 50 quarters since. The position peaked at $379M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

HighTower Advisors held 6,574,113 shares of Bank of America worth $320M as of Q1 2026.
HighTower Advisors sold 314,674 Bank of America shares in Q1 2026, an estimated $16.2M.
Bank of America made up 0.34% of HighTower Advisors's portfolio in Q1 2026, its #52 holding.
HighTower Advisors first reported a position in Bank of America in Q2 2013 and has held it in 50 quarters since.
HighTower Advisors's Bank of America position peaked at $379M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.